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FAQs and general info

BenefitFlow currently supports native integrations with Salesforce, HubSpot, and Microsoft Dynamics.
Which CRMs can BenefitFlow integrate with?
BenefitFlow’s Salesforce integration allows users to push Employers, Employer Contacts, Brokers, Broker Office Locations, and Broker Contacts… and automatically manage the associations between them.
What data can BenefitFlow sync to your CRM?
Before syncing over any data to your CRM, BenefitFlow will compare our records against the records in your CRM.
how does BenefitFlow prevent duplicate records?
Net-New = Record will be pushed as a Net New Record.Updates Available = Record already exists in your CRM.  Sync will overwrite the highlighted fields.Synced = Record already exists in your CRM and no updates are available.
ObjectUnique IdentifierExample
EmployersWebsitewalmart.com
Employer ContactsEmailjohn.smith@walmart.com
BrokersWebsitemercer.com
Broker Office LocationsWebsite + City + Statemercer.com + New York + NY
Broker ContactsEmail Addressjohn.smith@mercer.com
BenefitFlow maintains current and historical email addresses, meaning we can establish a match with your pre-existing contacts that may have stale email address.
Admin users can configure the mapping table in BenefitFlow to your desired specifications.

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Mapping Table for Accounts

(for syncing Broker and Employer records)
Mapping Table for Accounts
Tip: Admins can choose to toggle on/off “Allow Overwrite” on a field-by-field basis.  When overwrite is turned ‘off’, BenefitFlow will only write to the field if it’s current value is ‘null’ in your CRM.  If turned ‘on’, BenefitFlow will overwrite any pre-existing values.

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Mapping Table for Child Accounts

(for syncing Broker Office records)
Mapping Table for Child Accounts

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Mapping Table for Contacts

(for syncing Employer and Broker Contact records)
Mapping Table for Contacts

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Other FAQs

BenefitFlow Admin permissions are required to authenticate with your CRM and configure field mappings.  Your BenefitFlow Customer Success Manager can provide the relevant user(s) with those permissions.That user also requires Salesforce, Dynamics, or HubSpot Admin permissions to provide Read/Write access to BenefitFlow.
Both standard users and admin users can sync data once the integration is set up. Admin users always have full sync access and can also manage field mappings and connection settings.By default, standard users can only create net-new records in the CRM. However, admins can configure what sync operations standard users are allowed to perform — per object type (Contacts and Accounts) — under Integration Settings > Preferences > Sync Permissions for Standard Users.The available options are:
  • Create new and update existing
  • Create new only (default)
  • Update existing only
Leads inherit the permissions set for Contacts.
Sync Permissions for Standard Users section in Integration Settings Preferences tab
The default setting (“Create new only”) matches BenefitFlow’s previous behavior. No action is needed unless you want to grant standard users additional sync capabilities.
BenefitFlow authenticates using OAuth 2.0 and the integration requires that BenefitFlow has read / write access to the relevant tables and fields in your CRM.
BenefitFlow will assign the Contact Owner based on the user that originally clicked “Get Contact” on the contact.  BenefitFlow does not set an Account Owner when syncing to the Account object.
Last modified on March 31, 2026